SERVICES

I offer a range of services that have been carefully tailored to suit the needs of young professionals and families. My goal is to take the stress and confusion out of your financial life, so you can focus on what really matters to you.

WHAT I OFFER

FINANCIAL LIFE MANAGEMENT

Financial life management seeks to align your money with your life. First we focus on what a great life looks like to you, then we prioritize those elements and look at what could possibly get in they way. Then we align align money with life. There is a great deal of substance to a plan like this so we break it down into a manageable roadmap; starting with the most critical steps.

Once your plan is in place, our work is not done, but rather it’s just getting started. We will meet in person or virtually at least once per year, up to once a quarter, to review your progress and assess the need for any changes to your plan. I also ask you reach out anytime you need assistance outside of scheduled meetings or if something in life changes that would affect your plan.

COST:

INVESTMENT MANAGEMENT

At Stone Steps we believe that markets are largely efficient so rather than try to beat the markets we use the power of the markets to let the market work for you. We look to build well diversified portfolios with mainly low cost institutional mutual funds. Before we invest funds on your behalf, we will review your goals, risk tolerance, time horizon, tax considerations, income needs, and any unique needs that you might have.

COST:

Investment management is included in our annual fee for Financial Life Management clients and fees being at 1% of assets for other clients.

FINANCIAL REVIEW

Sometimes just getting the ball rolling can be the most difficult part. If you need a quick assessment of your financial situation, then our Financial Review session may be the ideal approach. During your session, we will discuss 1-2 financial topics, such as maximizing your company benefits and your 401k allocation, after which I will follow up with actionable recommendations for you in a clear and easy-to follow format.